The Necessity Retail REIT, Inc. Class A Common Stock
RTL was delisted on the 11th of September, 2023.
191 hedge funds and large institutions have $332M invested in The Necessity Retail REIT, Inc. Class A Common Stock in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 79 reducing their positions, and 21 closing their positions.
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 195 → 191 (-4)
22% less capital invested
Capital invested by funds: $426M → $332M (-$93.6M)
27% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 79
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4M |
| 2 |
BlackRock
New York
|
+$2.28M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.21M |
| 4 |
JP Morgan Chase
New York
|
+$1.84M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.14M |
| 2 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$2.36M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2M |
| 4 |
BCM
Beck Capital Management
Austin,
Texas
|
-$1.43M |
| 5 |
Millennium Management
New York
|
-$1.32M |
RTL Hedge Fund Activity: Q3 2020 in Review
191 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The Necessity Retail REIT, Inc. Class A Common Stock (RTL) for Q3 2020, worth a combined $332M — down 22% from $426M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of RTL and 19 opened new positions — a net loss of 2 holders — while 79 trimmed existing stakes and 58 added.
The largest buyer was Invesco, adding an estimated $4M. The largest seller was Vanguard Group, cutting an estimated $6.14M.
- 191 institutional investors held The Necessity Retail REIT, Inc. Class A Common Stock (RTL) as of Q3 2020, down from 195 in Q2 2020.
- Funds reported $332M of The Necessity Retail REIT, Inc. Class A Common Stock stock for Q3 2020, down 22% quarter-over-quarter.
- 19 funds opened new The Necessity Retail REIT, Inc. Class A Common Stock positions in Q3 2020 and 21 closed out, a net change of -2 holders.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock buyer in Q3 2020 was Invesco, an estimated $4M added.
- The largest The Necessity Retail REIT, Inc. Class A Common Stock seller in Q3 2020 was Vanguard Group, an estimated $6.14M sold.
Based on aggregated 13F filings for Q3 2020.